インカムゲイン銘柄の積立計画

 こんにちは!積立計画にわくわくする「ひよっこ」です!


インカムゲイン投資法について

 2030年4月に税引き後の配当利回り5%を目指しています。キャピタルゲインは狙っていませんが、いまのところ含み益となっています。年間配当100万円を目指しています。
 インカムゲイン銘柄には3つの区分があり、5%以上の利回りを誇る配当維持を期待する銘柄と、4%以上の利回りで増配を目指す銘柄、3%以上の堅実な増配を期待する銘柄で構成されています。現在は48銘柄ですが、1銘柄が積立基準を満たしていないため、3銘柄が利回り低下のため、2銘柄が取り扱い停止のため、積立停止となっています。


積立計画

 積立計画は増配無し、利回りは現在の保有状況と同じ想定で計画を立てています。積立は計画ですので、随時更新していきます。

銘柄名配当利回り元本May-23Jun-23Jul-23Aug-23Sep-23Oct-23Nov-23Dec-23Jan-24Feb-24Mar-24Apr-24May-24Jun-24Jul-24Aug-24Sep-24Oct-24Nov-24Dec-24Jan-25Feb-25Mar-25Apr-25May-25Jun-25Jul-25Aug-25Sep-25Oct-25Nov-25Dec-25Jan-26Feb-26Mar-26Apr-26May-26Jun-26Jul-26Aug-26Sep-26Oct-26Nov-26Dec-26Jan-27Feb-27Mar-27Apr-27May-27Jun-27Jul-27Aug-27Sep-27Oct-27Nov-27Dec-27Jan-28Feb-28Mar-28Apr-28May-28Jun-28Jul-28Aug-28Sep-28Oct-28Nov-28Dec-28Jan-29Feb-29Mar-29Apr-29May-29Jun-29Jul-29Aug-29Sep-29Oct-29Nov-29Dec-29Jan-30Feb-30Mar-30
三井住友FG41,363円5.30%780,306460,30610,000    10,000     10,000    10,000     10,000 10,000   10,000  10,000   10,000 10,000  10,000 10,000   10,00010,000 10,000  10,000 10,00010,000   10,00010,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
エクソンモービル27,321円5.46%500,000220,00010,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000
ソフトバンク74,201円4.79%1,549,934469,93420,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  
積水ハウス55,243円4.22%1,309,105369,105  30,00020,000    30,00020,000    30,00020,000    30,00020,000    30,00020,000    30,00020,000    40,00030,000    40,00030,000    40,00030,000    40,00030,000    50,00040,000    50,00040,000    50,00040,000    50,00040,000
三菱商事18,821円5.10%369,001229,00110,000               10,000           10,000      10,000       10,000    10,000    10,00010,000    10,000    10,000  10,000   10,000    10,000 10,000   
りそな14,647円4.06%360,356230,356 10,000               10,000          10,000       10,000      10,000     10,000    10,000    10,000    10,000  10,000   10,000    10,000  10,000  
三菱UFJ30,992円5.63%550,868230,86810,000      10,000   10,000    10,000     10,000  10,000  10,000  10,000   10,000 10,000  10,000  10,000  10,00010,000 10,000  10,000 10,000   10,00010,00010,00010,000  10,000 10,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
シェブロン21,308円4.74%450,000170,00010,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000
日本駐車場開発5,460円2.91%187,370187,370                                                                                  
アルトリア54,226円6.95%780,000240,000 20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  
ENEOS9,082円4.12%220,332220,332                                                                                  
フィリップモリス33,689円4.61%730,000190,000 20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  
ダウ・ケミカル33,372円4.45%750,000190,00020,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
オリックス15,711円6.01%261,340131,340    10,000            10,000           10,000       10,000     10,000     10,000     10,000   10,000    10,000  10,000    10,000   10,000  10,000  
アッヴィ18,608円4.43%420,000150,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000 
IBM31,272円4.31%725,875165,87520,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
ファイザー13,104円3.29%398,322128,322  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000 
シスコシステムズ10,129円2.60%390,000120,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000 
3M22,470円3.21%700,000140,00020,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
SBI55,606円4.62%1,204,800124,80020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  
ベライゾン28,653円4.21%680,000140,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000 
豊田通商8,085円3.48%232,036102,036     10,000             10,000         10,000       10,000        10,000  10,000     10,000    10,000   10,000  10,000    10,000   10,000  10,000  
キリン23,251円2.64%880,419100,419  20,00010,000    20,00010,000    20,00010,000    20,00010,000    30,00020,000    30,00020,000    30,00020,000    30,00020,000    40,00030,000    40,00030,000    40,00030,000    40,00030,000    50,00040,000    50,00040,000
ギリアド・サイエンシズ11,402円3.26%350,00080,000 10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  
第一生命7,368円3.50%210,64780,647       10,000           10,000          10,000      10,000        10,000  10,000     10,000    10,000    10,000    10,000 10,000    10,000 10,000  
日本電信電話7,050円3.53%200,00070,000          10,000           10,000        10,000        10,000     10,000     10,000  10,000    10,000    10,000    10,000 10,000    10,000 10,000  
メイン・ストリート4,641円5.80%80,00080,000                                                                                  
エイリス・キャピタル6,829円8.54%80,00080,000                                                                                  
東洋インキSCホールディングス36,861円3.77%978,35178,351  20,00010,000    20,00010,000    30,00020,000    30,00020,000    30,00020,000    30,00020,000    40,00030,000    40,00030,000    40,00030,000    40,00030,000    50,00040,000    50,00040,000    50,00040,000    50,00040,000
KDDI6,342円3.33%190,72870,728          10,000           10,000        10,000        10,000     10,000     10,000     10,000  10,000   10,000    10,000  10,000   10,000    
ウォルグリーン・ブーツ・アライアンス21,364円3.34%640,00080,00020,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
コカ・コーラ8,137円2.39%340,00070,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000 
セイコーエプソン6,732円3.74%180,23060,230           10,000           10,000          10,000     10,000      10,000    10,000     10,000  10,000   10,000    10,000  10,000   10,000    
エクシオグループ15,307円4.00%382,34862,34810,000      10,000    10,000    10,000    10,000  10,000   10,000 10,000   10,000 10,000   10,000 10,000  10,000 10,00010,000   10,00010,000   10,00010,00010,00010,000   10,00010,00010,000  10,00010,00010,00010,000  10,00010,000 20,000  
ヒューリック29,874円3.42%872,67552,675  20,00010,000    20,00010,000    30,00020,000    30,00020,000    30,00020,000    30,00020,000    30,00020,000    30,00020,000    40,00030,000    40,00030,000    40,00030,000    40,00030,000    50,00040,000    50,00040,000
大和ハウス工業5,471円3.21%170,47550,475           10,000           10,000          10,000      10,000     10,000    10,000     10,000  10,000    10,000   10,000  10,000   10,000    
三菱HCキャピタル15,887円4.53%350,48640,486 10,000     10,000     10,000   10,000    10,000  10,000   10,000    10,00010,000 10,000   10,000 10,000  10,000 10,00010,000   10,000 10,000  10,00010,00010,000   10,00010,00010,00010,000  10,00010,000 20,000  10,00010,000 10,000  
日東電工832円3.07%27,14427,144                                                                                  
みずほFG13,979円4.12%339,53629,536 10,000        10,000  10,000    10,000   10,000  10,000   10,000    10,00010,000 10,000   10,000 10,000  10,000 10,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,000 10,000  20,00010,000 10,000  
DCM608円2.91%20,91920,919                                                                                  
兼松15,116円4.57%330,46220,462    10,000     10,000  10,000     10,000   10,000 10,000   10,000    10,000 10,000   10,00010,000 10,000   10,00010,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,000   20,00010,000 10,000  10,00010,00010,00010,000  
東ソー12,138円3.67%330,94020,940    10,000     10,000  10,000     10,000   10,000    10,000 10,000   10,000 10,000   10,00010,000 10,000   10,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
安藤・間61,574円5.70%1,080,10410,10420,00020,000  20,00020,00010,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  20,00020,00020,00020,000  
コムシス4,414円3.40%129,8889,888             10,000          10,000         10,000      10,000     10,000     10,000    10,000  10,000    10,000    10,000 10,000    10,000   
ひろぎん13,939円4.36%319,9159,915    10,000     10,000     10,000  10,000   10,000    10,000  10,000  10,000 10,000   10,000 10,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
三井金属鉱業11,529円3.50%329,6069,606     10,000     10,000    10,00010,000 10,000   10,000    10,000  10,000  10,000  10,000  10,000 10,000   10,00010,000 10,000  10,000 10,00010,000  10,000 10,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
伊藤忠商事3,968円3.93%221,091101,091             10,000           10,000         10,000     10,000     10,000     10,000    10,000  10,000    10,000    10,000 10,000    10,000   
マクニカ3,360円3.39%219,26099,260                10,000        10,000         10,000      10,000     10,000    10,000     10,000    10,000  10,000   10,000    10,000 10,000   

元本合計:22,364,518円
配当予定額:964,007円(税引き後利回り:4.31%)

 大変見えづらいものになっていますが、このように積み立てて行く予定です。積立スタンスとしては、5%以上の高配当銘柄であるソフトバンク、SBI、安藤・間を主軸に、「利回り4%の銘柄」と「利回り3%銘柄」を「2:(1以上)」で積み立てています。また、米国株は5%以上の利回りの銘柄を2万円、他は1万円ずつ権利落ちの翌月に積み立てています。
 配当予定額と利回りが目標に到達していませんが、増配によって到達すると考えています。


一言

 2030年までは5%銘柄に頼りますが、その後は他の銘柄に比重を掛けていこうと思います。
 本記事は以上となります。最後まで読んでくださりありがとうございました!また次回の記事も宜しくお願いします!!!

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